What is the 13F Pro Quality Score for HEI?

13F Pro ranks HEICO CORP (HEI) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View HEI's current score at https://13fpro.ai/research/HEI (free sign-up required for the full ranking).

Which hedge funds own the most HEI stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of HEI include PRINCIPAL FINANCIAL GROUP, BlackRock,, BlackRock,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/HEI as soon as new 13F filings post.

Where does 13F Pro source HEI data?

All HEICO CORP fundamentals and ownership data come directly from SEC EDGAR. HEICO CORP files with the SEC under CIK 46619. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is HEI in?

HEICO CORP (HEI) is classified in the Industrials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/industrials.

What drives HEI's revenue?

Per HEICO CORP's latest 10-Q filed with the SEC on 2026-05-29, the biggest revenue drivers are: Flight Support Group ($1,749.4M, +18% YoY); Electronic Technologies Group ($830.2M, +23% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/HEI.

What are HEI's largest expenses?

HEICO CORP's latest 10-Q reports these as the largest expense items: Cost of sales ($1,529.8M, +19% YoY); Selling, general and administrative expenses ($414.2M, +12% YoY); Interest expense ($63.6M, -2% YoY). Sourced directly from SEC EDGAR filing text for H1 FY2026 (six months ended April 30, 2026).

How often is HEI research updated on 13F Pro?

HEI's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

HEICO CORP(HEI)Stock Analysis

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13F Pro Quality Score

79.2/100

Rank #60 of 2,879 stocksTOP 5%

View Industrials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

76.8/100

Profitability

80.7/100

Balance Sheet

84.5/100

Earnings Quality

73.1/100

Free Cash Flow

75.8/100

Institutional Flow

72.1/100

Revenue Scale

77.6/100

Dilution Risk

94.9/100

HEI Stock Analysis & AI Quality Score

AI stock analysis and institutional research for HEICO CORP (HEI), a Industrials sector company. 13F Pro's AI-powered ranking engine scores HEI at 79.2/100 on a 32-signal composite quality model, placing it at rank #60 of 2,879 stocks — the top 5% of the AI-ranked universe. HEI scores in the top quartile across balance sheet strength (84.5), profitability (80.7), revenue scale (77.6). Based on the latest XBRL financial filings (Q2 2026), HEICO CORP reports quarterly revenue of $1.4B, net income of $233.8M, an operating margin of 25.5%. Top institutional holders of HEI by reported 13-F value include PRINCIPAL FINANCIAL GROUP, BlackRock,, BlackRock,, based on the most recent SEC filings. HEI trades on the NYSE exchange and files with the SEC under CIK 46619. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate HEI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for HEICO CORP directly from SEC EDGAR. HEICO CORP's 13F Pro composite quality score has ranged between 53 and 79 since 2021, currently 79.2 — an improving long-term trajectory across 28 quarterly and live scoring snapshots.

✦

Fun facts about HEICO CORP

Quirks, history, and lore behind HEI — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. industrial company · mid-cap · listed on NYSE · headquartered in South Florida.
2
The Numbers
Annual revenue in the low billions, with operating margins that consistently impress — this company has a reputation for being extremely profitable relative to its size.
3
The History
Founded in the 1950s, it spent decades quietly building a niche before becoming one of the most shareholder-friendly small industrials on Wall Street — the Mendelson family has run it for generations.
4
The Secret
Its core business is supplying FAA-approved replacement parts for commercial and military aircraft — often at a fraction of what the original equipment manufacturer charges.
5
The Lore
It is a cult favorite among value investors because the founding family owns a huge stake and has grown book value per share at a remarkable rate for decades running.
6
The Giveaway
The undisputed king of PMA parts — FAA-certified aftermarket aircraft components — serving airlines and defense customers who'd rather not pay Boeing or Airbus full price for a spare.

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What's Driving HEI's Business? Latest 10-Q Breakdown

✓ 39/39 datapoints verified

AI-extracted from HEICO CORP's 10-Q filed 2026-05-29 — H1 FY2026 (six months ended April 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

HEICO posted record net sales of $2,554.3M (+20% YoY) and record net income of $424.0M (+31% YoY), driven by strong organic growth of 16% in Flight Support and 12% in Electronic Technologies plus strategic acquisitions.

Biggest Revenue Drivers

Total revenue: $2,554.3M+20% YoY

Flight Support Group$1,749.4M+18% YoY

Strong organic growth of 16% with robust demand in aftermarket replacement parts, repair/overhaul services, and specialty products.

Electronic Technologies Group$830.2M+23% YoY

Very strong organic growth of 12% driven by increased demand for defense, aerospace, and other electronics products.

Largest Expense Items

Cost of sales$1,529.8M+19% YoY

Gross profit margin improved to 40.1% from 39.6% YoY, reflecting favorable product mix in aftermarket replacement parts.

Selling, general and administrative expenses$414.2M+12% YoY

SG&A as % of sales improved to 16.2% from 17.3%, reflecting efficiencies from net sales growth and acquisitions contributing $19.3M.

Interest expense$63.6M-2% YoY

Decrease due to lower weighted-average interest rate on revolving credit facility, partially offset by higher outstanding debt.

Margins: Operating margin expanded to 23.9% from 22.3% YoY as net sales growth outpaced cost increases and SG&A efficiencies materialized. FSG margin improved 1.7 percentage points to 25.4% and ETG margin increased 0.5 points to 23.5%, driven by favorable product mix and operating leverage.

Watch Items from the Filing

Redeemable noncontrolling interests increased to $536.7M from $467.4M, with $433.6M redeemable at fair value. Put rights on certain subsidiaries expire through fiscal 2036.
Total debt increased to $2,587.3M from $2,167.9M as of Oct 31, 2025; debt-to-equity ratio 53.3%. Revolving credit facility borrowings rose to $1,380.0M from $960.0M.
Four significant acquisitions completed in FY2026 (Rockmart, Ethos, Sherwood, SWA) totaling $859.5M in net consideration, with goodwill of $542.4M recognized.
Contingent consideration liabilities increased to $53.4M from $46.2M, primarily from fiscal 2022 and 2025 acquisitions with earn-out obligations through fiscal 2027-2030.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$1.4B

Net Income

Q2 2026

$233.8M

Free Cash Flow

Q2 2026

$273.9M

Operating Margin

Q2 2026

25.5%

D/E Ratio

Q2 2026

0.54

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+16.3% YoY

$4.49BFY 2025

FY22 $2.21BFY23 $2.97BFY24 $3.86BFY25 $4.49B

Net Income

+34.3% YoY

$690.4MFY 2025

FY22 $351.7MFY23 $403.6MFY24 $514.1MFY25 $690.4M

Operating Income

+23.6% YoY

$1.02BFY 2025

FY22 $496.8MFY23 $625.3MFY24 $824.5MFY25 $1.02B

EPS (Diluted)

+33.5% YoY

$4.90FY 2025

FY22 $2.55FY23 $2.91FY24 $3.67FY25 $4.90

Total Assets

+12.0% YoY

$8.50BFY 2025

FY22 $4.10BFY23 $7.20BFY24 $7.59BFY25 $8.50B

Total Debt

-2.8% YoY

$2.17BFY 2025

FY22 $293.6MFY23 $2.50BFY24 $2.24BFY25 $2.17B

Op. Cash Flow

+39.0% YoY

$934.3MFY 2025

FY22 $467.9MFY23 $448.7MFY24 $672.4MFY25 $934.3M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$4.49B +16.3%	$3.86B +30.0%	$2.97B +34.4%	$2.21B +18.4%	$1.87B +4.4%	$1.79B
Net Income	$690.4M +34.3%	$514.1M +27.4%	$403.6M +14.8%	$351.7M +15.6%	$304.2M -3.1%	$314.0M
Operating Income	$1.02B +23.6%	$824.5M +31.8%	$625.3M +25.9%	$496.8M +26.5%	$392.9M +4.3%	$376.6M
EPS (Diluted)	$4.90 +33.5%	$3.67 +26.1%	$2.91 +14.1%	$2.55 +15.4%	$2.21 -3.5%	$2.29
Total Assets	$8.50B +12.0%	$7.59B +5.5%	$7.20B +75.7%	$4.10B +17.1%	$3.50B -1.4%	$3.55B
Total Debt	$2.17B -2.8%	$2.24B -10.5%	$2.50B +751.6%	$293.6M +24.1%	$236.5M -68.0%	$739.8M
Operating Cash Flow	$934.3M +39.0%	$672.4M +49.8%	$448.7M -4.1%	$467.9M +5.4%	$444.1M +8.5%	$409.1M

AI Insight: HEI Financial Trends

Revenue surged 22% year-over-year to $1.376B in Q2 2026, while operating margin expanded to 25.4%, but debt rose and operating cash flow remains lumpy.

• Revenue accelerated from $1.098B (Q2 2025) to $1.376B (Q2 2026), a 25.4% YoY increase.

• Operating income margin reached 25.4% in Q2 2026 versus 22.6% in Q2 2025, a 280bp expansion.

• Net income climbed 49% year-over-year to $234M in Q2 2026 from $157M in Q2 2025.

⚠ Total debt increased to $2.591B (Q2 2026) from $2.282B (Q2 2025), up 13.5% YoY.

⚠ Operating cash flow declined to $179M in Q1 2026 from $231M in Q3 2025, showing volatility.

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Available Research

13F Pro tracks comprehensive data for HEICO CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of HEI

PRINCIPAL FINANCIAL GROUP INC
$1.9B8,867,257 sh
BlackRock, Inc.
$1.3B6,169,831 sh
BlackRock, Inc.
$1.1B4,113,643 sh
FMR LLC
$1.1B5,338,135 sh
VANGUARD CAPITAL MANAGEMENT LLC
$863.8M4,092,320 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$830.0M3,931,888 sh
Capital International Investors
$729.9M2,661,900 sh
Capital World Investors
$648.5M2,364,929 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$612.9M2,235,217 sh
STATE STREET CORP
$476.7M1,738,536 sh

Fund	Value	Shares
PRINCIPAL FINANCIAL GROUP INC	$1.9B	8,867,257
BlackRock, Inc.	$1.3B	6,169,831
BlackRock, Inc.	$1.1B	4,113,643
FMR LLC	$1.1B	5,338,135
VANGUARD CAPITAL MANAGEMENT LLC	$863.8M	4,092,320
VANGUARD PORTFOLIO MANAGEMENT LLC	$830.0M	3,931,888
Capital International Investors	$729.9M	2,661,900
Capital World Investors	$648.5M	2,364,929
VANGUARD PORTFOLIO MANAGEMENT LLC	$612.9M	2,235,217
STATE STREET CORP	$476.7M	1,738,536

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Is HEI a good stock to buy?

13F Pro's AI-powered analysis of HEICO CORP (HEI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for HEI are available on the HEI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own HEI?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling HEI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of HEICO CORP's investment landscape.